THE OAK FOUNDATION
The organisation is established for charitable purposes and its principal objective is to provide support services to children and young adults with disabilities and their families (within the London Borough of Waltham Forest and its directly neighbouring Boroughs).
Objects
THE OAK FOUNDATION IS ESTABLISHED FOR CHARITABLE PURPOSES AND ITS PRINCIPAL OBJECTIVE IS TO PROVIDE SUPPORT SERVICES TO CHILDREN AND YOUNG ADULTS WITH DISABILITIES AND THEIR FAMILIES (WITHIN THE LONDON BOROUGH OF WALTHAM FOREST AND ITS DIRECTLY NEIGHBOURING BOROUGHS).
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net movement in funds of £156,991 for the year ended 31 March 2025, bringing total net assets to £868,307. The trustees confirm that the going concern basis is appropriate, noting that activities are dependent on continuing grant aid and voluntary donations, for which future funding has been reviewed. The charity operates a defined contribution pension scheme and has no disclosed pension deficits or trading subsidiaries.
What the accounts disclose
“During the year, 1 staff has received the remuneration of over £60,000” — page 26
“During the year, 1 staff has received the remuneration of over £60,000” — page 26
“It remains our objective to build a general reserve sufficient to cover at least two months' operating costs - which currently stand at £156,400.” — page 9
“The charitable activities are entirely dependent on continuing grant aid and voluntary donations. Therefore, the going concern basis is dependent on the future flow of these funding streams.” — page 21
Year-over-year changes
- Top pay band moved from Over £60,000 (FY2024) to over £60,000 (FY2025).
- Going concern: no going-concern doubt (FY2024) → going-concern doubt noted (FY2025).
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Government income: £445,626 — contracts £445,626 (2); 38% of the £1,173,566 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2024
- Government income: £490,266 — contracts £490,266 (2); 48% of the £1,018,052 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 5
- Government income: £554,836 — contracts £554,836 (2); 65% of the £855,960 total gross income on the same return
Structured financials (annual return, FY ending 31/03/2025)
Care Quality Commission ratings
- The Oak Foundation: Good
Trustees
- Farhana Ahmedchair
- Mohammad Naveed Sajjad
- SHAZIA ALI
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.2m | £1.0m |
| 31/03/2024 | £1.0m | £938k |
| 31/03/2023 | £856k | £798k |
| 31/03/2022 | £603k | £528k |
| 31/03/2021 | £612k | £399k |
Common questions
Is THE OAK FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net movement in funds of £156,991 for the year ended 31 March 2025, bringing total net assets to £868,307. The trustees confirm that the going concern basis is appropriate, noting that activities are dependent on continuing grant aid and voluntary donations, for which future funding has been reviewed. The charity operates a defined contribution pension scheme and has no disclosed pension deficits or trading subsidiaries. Its FY2025 accounts were audited by Barrow LLP.
What does the highest-paid employee of THE OAK FOUNDATION earn?
Per its FY2025 accounts, the highest-paid employee was in the over £60,000 band, and 1 employees earned over £60,000.
Who funds THE OAK FOUNDATION?
Funders whose own accounts filings name THE OAK FOUNDATION as a grant recipient include TRUST FOR LONDON, ST. MARTIN-IN-THE-FIELDS CHARITY, Rights and Security International.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| TRUST FOR LONDON | FY2025 | £815k | Better Temporary Accommodation |
| ST. MARTIN-IN-THE-FIELDS CHARITY | FY2023 | £486k | Restricted grant for Frontline Network and VRF |
| Rights and Security International | FY2022 | £225k | |
| ST. MARTIN-IN-THE-FIELDS CHARITY | FY2021 | £173k | Support the development of the new St Martin's Frontline Network and provide additional resources to the Vicar's Relief Fund |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 30/11/2005 | £158k | Activities and Transport Scheme |
| The National Lottery Heritage Fund | 22/06/2005 | £173 | "The Oak Foundation Will Use A Grant To Organise An Event That Both Commemorates The 60th Anniversary Of Ve/Vj Day And Highlights The Role Pl" |
| The National Lottery Community Fund | 17/06/2005 | £3k | Huntingdonshire's WW2 History |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MERCERS CHARITABLE FOUNDATION | 1 | £66k |
| SIR JOHN EASTWOOD FOUNDATION | 1 | £20k |
| CAMDEN GIVING | 1 | £20k |
| Army Benevolent Fund | 1 | £10k |
| CHARLES S FRENCH CHARITABLE TRUST | 1 | £5k |
| SIR JULES THORN CHARITABLE TRUST | 1 | £3k |
Charities like this
- THE OAKLANDS
- DUTCH OAK TREE FOUNDATION
- LITTLE OAKS
- THE MILLENNIUM OAK TRUST
- THE OAKGROVE FOUNDATION
- AGE UK WALTHAM FOREST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE OAK FOUNDATION | £1.2m | over £60,000 | 1 | unclear | — | noted |
| THE OAKLANDS | £1.4m | — | 0 | unclear | — | no doubt |
| DUTCH OAK TREE FOUNDATION | £37k | — | 0 | unclear | — | no doubt |
| LITTLE OAKS | £260k | — | 0 | above | — | no doubt |
| THE MILLENNIUM OAK TRUST | £287k | — | 0 | unclear | — | no doubt |
| THE OAKGROVE FOUNDATION | £301k | — | 0 | unclear | — | no doubt |